Translate over 4 million products to their underlying asset-subclass characteristics in seconds.
Active Allocator’s new proprietary methodology and scalable technology searches, recognizes, classifies and instantly maps more than four million traded financial instruments to fifty asset sub-classes to improve strategic asset allocation and portfolio construction
- Within equities, ActiveAllocator scrutinizes and maps nearly all global stocks, depositary receipts, certificates, ETFs, mutual funds, investment trusts, preference shares, rights, royalty trusts and other equity-linked products. This universe is comprised of more than two million equity securities including, 665,000 stocks, 163,000 exchange traded products, 51,000 closed end funds, 31,000 fund of funds, 18,000 ADRs, 7,600 Unit Investment Trusts, 6,500 preferred stocks, as well as 1,600 private equity and 10,000 hedge funds.
- Within fixed income, ActiveAllocator’s technology encompasses over one million U.S. government and agency bonds, collateralized loan obligations, collateralized mortgage obligations and other types of commercial mortgage backed securities and structured products.
- Within money market instruments, we recognize more than 42,000 instruments across fifty categories of bankers’ acceptance, bills of exchange, call loans, certificates of deposit, commercial paper, time deposits, discount notes and monetary bills.
- Within municipal securities, we distinguish between 1.1 million instruments across original issue discount munis, fixed, adjustable, tax credit, floating, zero coupon, intermediate appreciation and consumer price index linked products, amongst others.